Server manufacturer Super Micro has been on the defensive since last year when a bombshell report from Bloomberg claimed the company’s hardware had been compromised by Chinese spies. While those charges remain unsubstantiated, the company has announced that it will move production out of China to assuage concerns from its customers.

There’s a new suite of rumors about Navi to correspond with updates on the next-generation PS5. AMD needs some version of these rumors to be accurate — but which one will shape how its GPU market unfolds in the future.